LICENSES

CHECKLISTS works in SAAS mode and is available in English, French, Dutch, German, Vietnamese and Chinese (traditional and simplified).

Access and licenses management

Thanks to its very acute access management, CHECKLISTS allows you to open its functionalities to a large number of users, internal or external, who will have access to the features they need in their assigned environment.

ADMIN

These licenses provide access to all features (static and mobile) of CHECKLISTS.

MANAGER

These licenses allow the use of the application and its features on the sites assigned to the person.

INPUT USER

Limited access to visits attributed to the person.

75 € / Month

50 € / Month

25 € / Month

INTERNAL CONTACTS
Admin Manager Input User
CONFIGURATION View and Edit configuration : Manage Company information Define Problem and Equpment types
SITES View sites
Limited to his visible site
Limited to his visible site
Create & Edit sites
Archive & Delete sites
Manage rooms & equipments
Limited to his visible site
DOCUMENTS View documents
Limited to his visible site and documents with a role Manager or less
? Limited to his visible site and documents with a role Manager or less
Manage documents
Manage folders
CONTACTS View contacts
Create & Edit contacts
Archive & Delete contacts
Invite a user
CHECKLISTS Manage categories
Manage custom values
Manage global checklists
Manage site checklists
Limited to his visible site
VISITS View workflows (if parameter activated)
Limited to his visible site
Manage workflows (if parameter activated)
View recurrences
Limited to his visible site and recurrences assigned to him
Manage recurrences
View & Manage non compliant items
View visits
For visits assigned to him
Start, continue, terminate or refuse a visit
For visits assigned to him
For visits assigned to him
Generate a visit report
For visits assigned to him
Create visit, next visit and partial visit
Edit visit
Create an incident or AproPLAN point
DASHBOARD Access to the Dashboard
For visits assigned to him
INTERNAL CONTACTS EXTERNAL
Admin Manager Input User Input User
VISITS View visits

Limited to his visible site

For visits assigned to him

Limited to visits assigned to him and visit assigned to his company but no contact in particular
Start, continue, terminate or refuse a visit

For visits assigned to him

For visits assigned to him

For visits assigned to him and accept visit assigned to his company but no contact in particular
Generate a visit report

Limited to his visible site

Create visit, next visit and partial visit

Limited to his visible site

  USER LICENSE MANAGER LICENSE ADMIN LICENSE
  Input Users Mobile Controller & Manager Users Back Office & Admin Users
Prepare the checklists      
Define check-list’s categories    
Create checklists template    
Create site checklists  
Define sections and lines (including questions to fulfill, items required, things to be done or points to be considered)  
Create a new checklists template using copy/link checklists function  
Create new checklists template using import from Excel file function  
Define categories for easier management  
Choose type of answers for better control of results    
Define custom values for type of answers  
Define non-compliant items    
Define the color of customized answers  
Define expected value range  
Define coefficient for visit scoring  
Define mandatory lines  
Add pictures with drawings and comments into the lines for more precision  
Automatic notification for the changes of checklists template when assigning visits  
Option to choose between automatically apply changes of checklists or keep the old version to visits assigned  
Add documents for sharing between all sites or selected sites  
Plan and assign a visit (Unique or recurrent)      
In my area  
In all sites    
Create a partial Control visit (non-compliant re-check)      
In my area  
In all sites    
See visits      
Assigned to me
Assigned to my area  
Assigned to all    
Agree/Refuse a visit request
Execute a visit
Add pictures for more precision and draw on it
Add global remark or suggestion during visit execution
Sign a contradictory visit (signatures of stakeholders)
See my visits’ history
Automatic notification to remind visit’s not completed
Generate visits’ report and manage diffusion lists      
Assigned to me
Assigned to my area  
Assigned to all    
Setup system:      
Sites, Areas, Users, access rights …  
Checklists templates (questions types, define custom answers, …)  
Files structure (Documents folders: reports, pictures, …)    
Para-metering    
Follow-up non-compliant items (points of visits)      
In my area  
In all sites    
EXCEL interface      
Import checklists, sites, documents, contacts from Excel  
Export to Excel for analysis (Pivot tables,…)  
       
OPTIONAL      
Communication with Netika’s solutions      
Generate an incident into HELPSITES application
Create a point in AproPLAN
Communication / Messaging:      
Define messages  
Read and execute messages
API      
Allowing development of BI + Customized reports by the client    
DASHBOARDS      
Follow up of visits, results ans actions      
Assigned to me
Assigned to my area  
Assigned to all    

DEPLOY THE LEADING SOLUTION

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